2024-08-27T08:45:47-05:00 2023-12-31 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2023-01-01 351720795 BLOOMINGTON HEALTH FOUNDATION INC BLOO 8125583409 PO BOX 249 BLOOMINGTON IN 47402 MICHELLE GILCHRIST PRESIDENT & CEO 8125583409 2024-08-05 1 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2024-08-05 2023 2024-08-08 14:25:15Z MICHELLE GILCHRIST PO BOX 249 BLOOMINGTON IN 47402 21263849 0 X BLOOMHF.ORG X 1987 IN HELPING THE PEOPLE OF BLOOMINGTON AND SURROUNDING COMMUNITIES LEAD HEALTHIER LIVES. 14 14 0 20 0 0 295029 169453 52236 18705 371513 749408 0 0 718778 937566 1094804 665117 0 0 289665 295642 0 0 166892 185277 228474 1569746 1189233 -850968 -251667 24816511 27761882 1392693 1632131 23423818 26129751 X WE ARE COMMITTED TO EMPOWERING COMMUNITY PARTNERS AND OTHERS TO ELIMINATE ADVERSE HEALTH ISSUES, REMOVE ACCESS BARRIERS, AND IMPROVE HEALTH OUTCOMES. 0 0 810987 665117 18705 WE ARE COMMITTED TO EMPOWERING COMMUNITY PARTNERS AND OTHERS TO ELIMINATE ADVERSE HEALTH ISSUES, REMOVE ACCESS BARRIERS, AND IMPROVE HEALTH OUTCOMES. STEPS TAKEN INCLUDE THE FOLLOWING:CONVENE COMMUNITY LEADERS TO ADDRESS SHARED HEALTH CONCERNS FOR THE PURPOSE OF MAKING TRANSFORMATIONAL IMPACT IN HEALTH OUTCOMES WITHIN MONROE COUNTY AND THE SOUTH-CENTRAL REGION THAT INSPIRE PHILANTHROPIC SUPPORT AND LEVERAGE EXISTING ASSETS TO IMPLEMENT INNOVATIVE AND EVIDENCE-BASED SOLUTIONS WITH COMMUNITY PARTNERS AND OTHER STAKEHOLDERS.VALUES: COLLABORATIVE - BHF WILL ACHIEVE MORE BY WORKING TOGETHERINCLUSIVE - BHF WILL EMBRACE DIFFERENCES WITH RESPECT INNOVATIVE - BHF WILL ENCOURAGE BOLD SOLUTIONS TO TOUGH PROBLEMSEXCELLENCE - BHF WILL STRIVE TO EXCEL IN EVERY ASPECT OF THE ORGANIZATIONEMPOWERING - BHF WILL ENCOURAGE AND STRENGTHEN COMMUNITY PARTNERSGOOD STEWARDS - BHF WILL PLAN AND MANAGE RESOURCES RESPONSIBLY IMPACTFUL - BHF WILL IMPROVE HEALTH OUTCOMES BY MEASURING EFFECTIVENESSCONNECTIVE - BHF WILL BRIDGE SOCIAL GAPS USING PARTNERSHIPS AND RESOURCES 810987 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 IN X THE ORGANIZATION 8125583409 320 WEST 8TH STREET SUITE 118 BLOOMINGTON IN 47404 CHRISTAL GREENE BOARD MEMBER 1.00 X 0 0 0 SHAWNA HAYDEN BOARD MEMBER 1.00 X 0 0 0 DENISE HOWARD OD BOARD MEMBER 1.00 X 0 0 0 JOSH JAMES BOARD MEMBER 1.00 X 0 0 0 JOHN WEST BOARD MEMBER 1.00 X 0 0 0 ERIN MARTOGLIO BOARD MEMBER 1.00 X 0 0 0 DOUG MAYO BOARD MEMBER 1.00 X 0 0 0 SHAWN WILLIAMS BOARD MEMBER 1.00 X 0 0 0 SUSAN WIER BOARD MEMBER 1.00 X 0 0 0 TASHERA PERRY MD BOARD MEMBER 1.00 X 0 0 0 DEBBIE LEMON CHAIR 1.00 X X 0 0 0 ALLEN DUNN MD VICE CHAIR 1.00 X X 0 0 0 DON LUKES TREASURER 1.00 X X 0 0 0 LEE CARMICHAEL SECRETARY 1.00 X X 0 0 0 MICHELLE GILCHRIST PRESIDENT & CEO 40.00 X 168015 0 2818 168015 0 2818 1 0 1 0 0 703 4740 164010 11679 169453 ADMINISTRATIVE FEES 900099 18705 18705 18705 565088 565088 20510603 20326283 184320 184320 184320 937566 18705 0 749408 665117 665117 170833 55487 73464 41882 122509 67389 23666 31454 2300 982 743 575 150 150 33305 33305 46826 46826 16150 12920 3230 48582 48582 1630 1630 23222 3204 2532 17486 11041 4625 3656 2760 760 380 380 3865 3865 1041 436 345 260 7756 7756 BUSINESS EXPENSE 12181 12181 STEWARDSHIP 8976 8976 DOUBTFUL PLEDGE 5000 5000 DONOR RECOGNITION 4900 4900 3089 447 1235 1407 1189233 810987 211354 166892 2128890 5416658 42510 28910 24174 20998 4217 3176 22640219 22312463 675 675 24816511 27761882 1392693 1632131 1392693 1632131 X 18898919 21960946 4524899 4168805 23423818 26129751 24816511 27761882 X -251667 3197037 -239437 X X 0 1 X 1 0 X 1279889 800739 387916 295029 169453 2933026 1279889 800739 387916 295029 169453 2933026 507558 2425468 757517 570732 538151 524174 565088 2955662 435664 85783 521447 6410135 93326 0.37840 0.43120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 4123409 77895 310716 201956 4310064 4751238 52800 -346041 334588 4123409 10018831 371148 328928 5967669 4751238 9692945 115493 266961 56568 10018831 8517088 922340 877408 623891 9692945 0.00000 0.55230 0.44770 0 0 24174 20998 3176 3176 X 3786775 3197037 650 3197687 589088 46826 301652 348478 937566 1080842 650 650 1080192 46826 62215 109041 1189233 PART IV, LINE 2B: THE FOUNDATION HOLDS AND ADMINISTERS THE FUNDS AND ALL CONTRIBUTIONS AND ASSETS ALLOCABLE TO THE FUNDS, SUBJECT TO THE PROVISIONS OF APPLICABLE LAW AND THE FOUNDATIONS ARTICLES OF INCORPORATION AND BYLAWS. PART V, LINE 4: ENDOWMENT FUNDS ARE HELD FOR THE PRODUCTION OF INCOME. INCOME ON ENDOWMENT FUNDS IS USED TO SUPPORT VARIOUS CHARITIES. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS HELD FOR OTHERS 301,652. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS HELD FOR OTHERS 62,215. 1 CANCER SUPPORT COMMUNITY - CENTRAL INDIANA 5150 W 71ST ST INDIANAPOLIS IN 46268 351902427 501(C)(3) 311336 0 GRANTS MADE TO VARIOUS PROGRAMS CENTERSTONE OF INDIANA 645 S ROGERS STREET BLOOMINGTON IN 47403 351147323 501(C)(3) 47325 0 GRANTS MADE TO VARIOUS PROGRAMS YOUTH FIRST PO BOX 3897 EVANSVILLE IN 47737 352050168 501(C)(3) 35250 0 GRANTS MADE TO VARIOUS PROGRAMS NEW HOPE FAMILY SHELTER INC PO BOX 154 BLOOMINGTON IN 47402 275077191 501(C)(3) 33546 0 GRANTS MADE TO VARIOUS PROGRAMS BLOOMINGTON COMMUNITY PARK AND RECREATION FOUNDATION INC PO BOX 3351 BLOOMINGTON IN 47402 311209028 501(C)(3) 33546 0 GRANTS MADE TO VARIOUS PROGRAMS MOTHER HUBBARD'S CUPBOARD 1100 W ALLEN ST STE A BLOOMINGTON IN 47403 352082414 501(C)(3) 15535 0 GRANTS MADE TO VARIOUS PROGRAMS MONROE COUNTY UNITED MINISTRIES 827 W 14TH CT BLOOMINGTON IN 47404 351313090 501(C)(3) 6773 0 GRANTS MADE TO VARIOUS PROGRAMS 7 0 PART I, LINE 2: THE ORGANIZATION MONITORS ALL GRANTS AND SCHOLARSHIPS PAID OUT. X X X 0 0 0 0 0 0 0 0 0 MICHELLE GILCHRIST PRESIDENT & CEO 168015 0 0 0 0 0 0 0 2818 0 170833 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS EMAILED TO THE GOVERNING BODY FOR THEIR REVIEW BEFORE BEING APPROVED FOR FILING FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO SIGN A WRITTEN STATEMENT ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CONTRIBUTIONS HELD FOR OTHERS -239,437. FORM 990, PART XII, LINE 2C NO CHANGES IN THE PROCEDURES FROM PRIOR YEAR. SUE HUFFMAN SHINDELL TRUST PO BOX 249 BLOOMINGTON IN 47402 TRUST IN N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0